13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
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CIK: 0001908893
申报总市值
US$2.0亿
US$2.0亿
37 檔
27.2%
截至 Q1 2025 季度末，McBroom & Associates, LLC 的美股持仓估值约为 US$2.0亿，全数申报仓位共有 37 档。
McBroom & Associates, LLC 在 Q1 2025 进行了结构性的板块轮动与仓位换股。在开立 4 个全新仓位及加仓 14 档持股的同时，亦同步清仓 2 档并减仓 14 档标的。
在资产配置集中度方面，McBroom & Associates, LLC 的前 5 大核心持股（包含 NVDA, ORLY, COST 等）合计占整体申报市值的 27.2%，反映机构在主要关键仓位上的权重分布。
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | 股票-科技 | 7.70% | +0.17% | -14.14% | |
| 2 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 6.68% | -0.61% | +0.56% | |
| 3 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 6.31% | -0.96% | +0.10% | |
| 4 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 5.18% | -1.88% | -1.11% | |
| 5 | CPRT | Copart Inc | 股票-工业 | 5.09% | — | +1.33% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 5.06% | +0.04% | -1.37% | |
| 7 | DKS | Dick's Sporting Goods Inc | 股票-周期性消费 | 5.06% | +0.11% | -3.63% | |
| 8 | AAPL | Apple Inc | 股票-科技 | 4.88% | +0.08% | +1.84% | |
| 9 | TSCO | Tractor Supply Company | 股票-周期性消费 | 4.52% | -2.99% | EXIT | |
| 10 | TJX | Tjx Companies Inc | 股票-周期性消费 | 4.25% | -0.82% | -5.29% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 4.23% | -0.43% | -0.41% | |
| 12 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 4.11% | -1.71% | +14.44% | |
| 13 | LRCX | Lam Research CORP | 股票-科技 | 3.71% | +4.52% | +1.99% | |
| 14 | ACN | Accenture plc | 股票-科技 | 3.61% | — | +0.96% | |
| 15 | TSLA | Tesla Inc | 股票-周期性消费 | 3.53% | +0.40% | +1.71% | |
| 16 | HD | Home Depot Inc | 股票-周期性消费 | 3.51% | -0.75% | -2.55% | |
| 17 | GLD | Spdr Gold Shares | ETF-避险与商品 | 3.40% | -1.05% | -1.10% | |
| 18 | ZTS | Zoetis Inc | 股票-医疗保健 | 3.36% | -0.38% | EXIT | |
| 19 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.78% | +0.18% | -2.43% | |
| 20 | SFM | Sprouts Farmers Market Inc | 股票-非周期性消费 | 1.85% | +0.50% | — | |
| 21 | VST | Vistra CORP | 股票-公用事业 | 1.45% | +0.30% | +158.82% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.31% | -0.08% | -0.76% | |
| 23 | SUB | Ishares Short-term National | ETF-其他 | 1.14% | -0.23% | +25.43% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.10% | +0.01% | -6.32% | |
| 25 | AXON | Axon Enterprise Inc | 股票-工业 | 0.96% | +0.25% | — | |
| 26 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.80% | -0.10% | +15.12% | |
| 27 | MCK | Mckesson CORP | 股票-医疗保健 | 0.74% | -0.22% | +5.73% | |
| 28 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 0.64% | -0.07% | +4.62% | |
| 29 | PM | Philip Morris International | 股票-非周期性消费 | 0.64% | -0.04% | +0.79% | |
| 30 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.57% | — | -3.55% | |
| 31 | WSM | Williams-sonoma Inc | 股票-周期性消费 | 0.38% | +0.07% | — | |
| 32 | CVX | Chevron CORP | 股票-能源 | 0.34% | -0.11% | — | |
| 33 | CAT | Caterpillar Inc | 股票-工业 | 0.34% | +0.12% | — | |
| 34 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.25% | — | — | |
| 35 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.18% | — | — | |
| 36 | WMB | Williams Cos Inc | 股票-能源 | 0.17% | +0.09% | — | |
| 37 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.16% | -0.01% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SFM | Sprouts Farmers Market Inc | +1.9% | NEW | 新建仓 |
| 2 | ORLY | O'reilly Automotive Inc | +1.2% | +0.56% | 加仓 |
| 3 | AXON | Axon Enterprise Inc | +1% | NEW | 新建仓 |
| 4 | PLTR | Palantir Technologies Inc-a | +0.9% | +14.44% | 加仓 |
| 5 | VST | Vistra CORP | +0.8% | +158.82% | 加仓 |
| 6 | GLD | Spdr Gold Shares | +0.5% | -1.10% | 减仓 |
| 7 | JNJ | Johnson & Johnson | +0.3% | -2.43% | 减仓 |
| 8 | COST | Costco Wholesale CORP | +0.3% | +0.10% | 加仓 |
| 9 | BMY | Bristol-myers Squibb Co | +0.3% | NEW | 新建仓 |
| 10 | SUB | Ishares Short-term National | +0.2% | +25.43% | 加仓 |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | -0.76% | 减仓 |
| 12 | WMB | Williams Cos Inc | +0.2% | NEW | 新建仓 |
| 13 | PM | Philip Morris International | +0.2% | +0.79% | 加仓 |
| 14 | MCK | Mckesson CORP | +0.2% | +5.73% | 加仓 |
| 15 | TSCO | Tractor Supply Company | +0.2% | -1.60% | 减仓 |
| 16 | LRCX | Lam Research CORP | +0.1% | +1.99% | 加仓 |
| 17 | JPST | Jpmorgan Ultra-short Income | +0.1% | +15.12% | 加仓 |
| 18 | JPM | Jpmorgan Chase & Co | +0.1% | -1.37% | 减仓 |
| 19 | CPRT | Copart Inc | +0.1% | +1.33% | 加仓 |
| 20 | CVX | Chevron CORP | +0.1% | — | 不变 |
| 21 | FLRN | Ss Spdr Bb Ig Float Rt ETF | 0% | +4.62% | 加仓 |
| 22 | KO | Coca-cola Co/the | 0% | — | 不变 |
| 23 | SCHO | Schwab Short-term US Treas | — | -3.55% | 减仓 |
| 24 | DFAC | Dimensional US Core Equity 2 | — | — | 不变 |
| 25 | CAT | Caterpillar Inc | 0% | — | 不变 |
| 26 | ZTS | Zoetis Inc | -0.1% | -3.91% | 减仓 |
| 27 | WSM | Williams-sonoma Inc | -0.1% | — | 不变 |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -6.32% | 减仓 |
| 29 | TJX | Tjx Companies Inc | -0.2% | -5.29% | 减仓 |
| 30 | MRK | Merck & Co. Inc. | -0.2% | EXIT | 清仓 |
| 31 | HD | Home Depot Inc | -0.3% | -2.55% | 减仓 |
| 32 | ISRG | Intuitive Surgical Inc | -0.3% | -1.11% | 减仓 |
| 33 | SCTXX | Schwab Amt Tax Fr Mny-ultra | -0.3% | EXIT | 清仓 |
| 34 | ACN | Accenture plc | -0.4% | +0.96% | 加仓 |
| 35 | AAPL | Apple Inc | -0.5% | +1.84% | 加仓 |
| 36 | MSFT | Microsoft CORP | -0.5% | -0.41% | 减仓 |
| 37 | DKS | Dick's Sporting Goods Inc | -0.8% | -3.63% | 减仓 |
| 38 | TSLA | Tesla Inc | -1.8% | +1.71% | 加仓 |
| 39 | NVDA | Nvidia CORP | -3.3% | -14.14% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，McBroom & Associates, LLC 在 Q1 2025 季度的美股持仓总市值约为 US$2.0亿，共申报了 37 个公开持股仓位。
在 Q1 2025 季度，McBroom & Associates, LLC 按市值排列的前三大核心持股分别为：NVDA (7.7%)、ORLY (6.7%)、COST (6.3%)。其中最大持股仓位 NVDA 占据整体投资组合约 7.7% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
本季最大新建仓标的
SFM
市值: US$323.4万
本季最大获利了结 / 清仓标的
SCTXX
前期市值: US$53.2万
在 Q1 2025 季度中，McBroom & Associates, LLC 共进行了 34 项持仓异动，包含新建仓 4 个仓位、加仓 14 个仓位、减仓 14 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 SFM。 本季清仓仓位包含 SCTXX。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。